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• Envelope: Name of the envelope and if you want to prevent the envelope from sharing in your team
• Documents: The documents in the envelope
• Recipients: define recipients and their order (sequential or parallel)
  • Recipient Types:
    • Needs to Sign: the recipient must sign the document to continue the workflow
    • Receives a copy: the recipient gets a copy of the documents via email, the workflow continues automatically
    • Needs to view: the recipient must open the document to continue the workflow
    • Bulk: optional feature to split the document to send a unique document to recipients defined in the bulk
    • Automatic Remote Signers: optional feature to sign with an automatic remote signature (For more information:Envelope structure)
    • Needs to Sign (PKCS#7): optional feature to sign a document with a PKCS#7 signature (For more information: Envelope structure)
  • Authentication: define if the recipient has to authenticate
    • Access Code: The recipient has to enter the code to open the envelope (pre-shared code)
    • SMS Code: The recipient receives a SMS with the one-time-password (OTP) to open the envelope
    • Windows-Live Authentication
    • OAuth / SAML / BankID as optional authentication methods (if available and configured)
  • Personal Message for recipient and language
  • Settings for Digital Remote Certificates, Disposable Certificates and SMS-OTP signature (optional)
• Message: Define the message and subject for the envelope
• Document Visibility: optional feature, which allows to define the document visibility defined by recipient (only if you use more than one document in the envelope and more than one recipient)

• Meta Data: if enabled, the sender can add metadata to the envelope (e.g. for hybrid use cases)

  To create an envelope following steps are necessary: Name the envelope, upload a document, select one to many recipients, (additional) design a personal message. The next figures will show you exactly how to create an envelope.

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Authentication settings Multimedia name phone_videoPhone Number Video.mp4 width 1000 height 500 (2) Designer The Designer helps you to assign predefined signature fields of the document to the recipients and define additional signature fields and form fields. Recipients: Select a recipient for placing signature or form fields by drag and drop. Every recipient has its own color to be easily visible at the document preview. Form fields and predefined fields: signature field and form fields (e.g. text form, checkbox, radio button) and predefined field (e.g. initials of the recipient) Document: The document shows the pages of the envelopes documents and the placed elements (signatures and form fields) can be easily moved, edited (by clicking on it) and deleted (except predefined form fields of the uploaded PDF document). Info The next figures show you how to add for example signature fields and textfields in the eSignAnyWhere viewer. In the video you see how you can position the fields and how you can change the settings of the form fields. For example we changed the settings of the first signature field in the video from Click2Sign to Draw2Sign (if you select more than one type, the signer can choose his signing method). Multimedia name FieldsDesigner Video.mp4 width 1000 height 500

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The “Copy Viewer Link” link will show you a window with a link (to copy) to the recipients envelope for signing. In case the signer has a problem with receiving the email, you can send the link to the recipient via other channel (e.g. instant messenger).

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